Associate Insurance Advisor III in Elmira

Co-operators; Elmira; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking an Associate Insurance Advisor III who will play a pivotal role in enhancing client engagement and driving sales growth in life and wealth products. This position requires a proactive approach to client service, advising on insurance products, and conducting risk assessments. The ideal candidate will possess strong sales experience and a commitment to building lasting client relationships. With opportunities for training and development, this role promises a rewarding career path in a supportive environment dedicated to community impact and personal growth.

Benefits

Training and Development Opportunities

Community Engagement Opportunities

Competitive Compensation Package

Benefits Program

Qualifications

• Minimum of 2 years insurance industry experience including sales.
• General Insurance license required; Life License is an asset.

Responsibilities

• Inbound sales and service for life and wealth products.
• Advise on coverages and policies that meet client needs.
• Achieve individual goals for client service and sales.

Skills

Sales Experience

Client Relationship Management

Risk Assessment

Continuous Improvement

Education

General Insurance License

Life License

Job description

Associate Insurance Advisor III in Elmira

Job Category: Sales

Requisition Number: ASSOC003630

Posted: January 10, 2025

Employment Type: Full-Time

Work Model: Office-Based

Language: English is required, French is an asset.

Description

Company: CGIC
Department: COR District

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience.

The Associate Insurance Advisor III is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial).

How you will create impact:

1. Inbound sales, service and profitable growth of Life and Wealth products.
2. Sales, service and profitable growth of both personal lines and specialty lines products.
3. Advise and recommend coverages and policies that best meet client needs.
4. Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
5. Complete front-line risk assessment and selection following underwriting guidelines.
6. Achieve individual goals for client service, sales, quality and productivity.
7. Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
8. Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

How you will succeed:

1. You remain focused and optimistic in the pursuit of a goal.
2. You leverage information about client’s needs to qualify sales opportunities.
3. You are committed to continuous improvement and building productive client relationships.
4. You’re an effective team player and provide guidance to support the development of your peers.

To join our team:

1. A minimum of 2 years insurance industry experience including sales experience.
2. General Insurance license is required.
3. Life License is an asset.
4. Meet all provincial-licensing requirements in accordance with continuing education.
5. Knowledge of insurance products and strong underwriting skills is an asset.

What you need to know:

1. You are required to have a valid driver’s license.
2. Strict confidentiality with respect to client’s financial status and other personal information.
3. This role involves direct contact with clients and/or service providers in their environment.
4. Extended work hours, including evenings and weekends, may be required.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.